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Earnings Call

Bella Casa Fashion & Retail Earnings Call: Key Takeaways

Bella Casa FY26 investor presentation highlights a transition to a pure-play apparel ODM, achieving ₹416cr revenue with significant working capital improvement.

Highlights
Revenue growthFY26 revenue at ₹416cr, up from ₹349cr in FY25.
MarginsOperating margin stable at 8.1%; ROCE at 16.9%.
Demand visibilityStrong alignment with top national brands like Zudio, Reliance Trends.
Management confidenceHigh; citing 30 years of trust and strategic shift to apparel.

Growth

FY26 Sales grew to ₹416cr (19% YoY); PAT reached ₹21cr (31% YoY). Apparel CAGR 26% over 6 years.

Outlook

Capacity expanded to 2cr pcs/annum; acquired 2 new land parcels; targeting 70%+ store requirement fulfillment via category expansion.

Risks

Transitioning away from home furnishing segment; dependency on 50+ domestic brand partners.

Source

Earnings Call filed with NSE, NSE: BELLACASA. Summary written with AI assistance from the document.

Read the document ↗

Bella Casa Fashion & Retail Ltd: key numbers

Share price
₹274.98
Market cap
₹368.1 Cr
Revenue (annual)
₹416.4 Cr
Net profit (annual)
₹20.13 Cr
P/E (TTM)
20.5×Sector 55.7×
Promoter holding
58.34%+0.00% QoQ
FII holding
0.01%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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